← Back to searchVisit website
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD 323032 · SEC 801-126652
3160 CAMINO DEL RIO SOUTH, STE 313, SAN DIEGO, CA, 92108, United States
Phone
858-384-5700
Fax
858-332-1809
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.3M
Discretionary AUM
$242.7M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $138.7M |
| High net worth individuals | 41 | $85.5M |
| Pension/profit sharing plans | 5 | $12.6M |
States served
CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD